Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.
✨ Branch Operations Manager 📍 San Francisco, CA (On-Site) 🏢 Respected Wealth Management Firm 💰 Competitive Base + Bonus
A well-established and highly respected wealth management and financial services firm is seeking an experienced Operations Manager to oversee branch operations and lead a team of Client Service Associates. This leadership role offers the opportunity to drive operational excellence, develop team members, enhance the client experience, and partner closely with senior leadership in a collaborative, high-performing environment. This position is ideal for a professional who enjoys leading people, improving processes, and serving as a key operational partner within a client-focused wealth management office.
Key Responsibilities
- Lead, mentor, and develop a team of Client Service Associates
- Oversee day-to-day branch and operational activities
- Drive process improvements and workflow efficiencies
- Partner with leadership on resource planning and operational strategy
- Monitor team performance and support employee development
- Ensure compliance with industry regulations and firm policies
- Manage operational budgets and resource allocation
- Deliver an exceptional client experience through operational excellence
- Support hiring, onboarding, training, and talent development initiatives
- Collaborate with advisors, operations teams, and key internal stakeholders
For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
What We're Looking For
- Collaborative and team-oriented leadership style
- Strong operational mindset with a focus on continuous improvement
- Ability to prioritize competing demands in a fast-paced environment
- Commitment to delivering best-in-class client service
- Experience developing and retaining high-performing teams
- Strong attention to detail and regulatory awareness
Qualifications
- Active Series 7 and Series 63 licenses required
- 5+ years of wealth management, brokerage, or financial services experience
- Previous leadership or team management experience
- Strong communication, relationship-building, and coaching abilities
- Executive presence with the ability to interact confidently with senior leadership and high-net-worth clients
- Strong organizational, analytical, and problem-solving skills
- Working knowledge of investment products, brokerage operations, and industry regulations
- Proficiency with CRM platforms and Microsoft Office Suite
Interested or just want to explore? Reach out to Anisa Henry via email or LinkedIn.